PARTNERS

We partner with leading providers

Strategic partners

Nitrogen
COMPLY RIA in a Box
Red Oak Compliance Software
Oyster Consulting LLC
CIBC Mellon
Scopus Financial Group
Docupace

Data providers

Morningstar Logo
Fundata Logo
CGS
QuoteMedia
IHS Markit
ISS Market Intelligence

Integrations

Our software suite integrates seamlessly with your existing tech stack. Our product team works with you to ensure you get the most out of your tools.

Docupace

Industry associations

SIFMA Logo
NSCP Logo
Listed in the FINRA COMPLIANCE DIRECTORY
FMFD Logo
CETFA
IFIC LOGO

Broker/Dealer/Custodian

Innovation center

Communitech